Articles, guides and news about sales digitization, sales and business management
Why field sales data disappears before reaching the CRM and how a mobile-first team captures 100% of the information from every client visit.
Most sales leaks happen before leads enter the CRM. Identify the 5 blind spots where contacts disappear and how to close them for good.
Your pipeline's total value can lie to you. Discover the 4 real health indicators (activity recency, deal age, stage velocity, and contact freshness) and how to fix them.
Practical guide to connecting ChatGPT and Claude with Salesly CRM. Automate follow-up emails, pipeline analysis, and sales reports using AI models.
AI agents are only as good as your CRM data. Which fields matter most, how to audit data quality, and the 4-step plan to get your database ready before you go live.
How AI agents transform order intake and sales management. Real use cases, channels, and how Salesly organises the flow inside your CRM.
Creating quotes manually takes 20 to 40 minutes per document. With a CRM like Salesly, that drops to 2 minutes. Here is how quote automation works in practice.
Service businesses need a CRM built for long projects, multiple contacts per account and structured follow-up.
Practical SEO guide for B2B SaaS companies. Keyword research by purchase intent and the content structure that drives leads.
Learn how to design a sales onboarding process that shortens the ramp-up time of new reps. Checklist, metrics and the mistakes that stretch the learning curve.
How a mobile CRM transforms sales team productivity. Key features, real-time field data and common mistakes to avoid.
Practical guide to sales forecasting for B2B SMBs. The 5 most used methods, common mistakes, tools and how to automate forecasting with a CRM.
Create sales reports your management actually wants to see. Key metrics, frequency, format and credibility-killing errors.
Detailed comparison between Salesly and Odoo CRM for B2B sales teams. Features, pricing, implementation and real use cases for SMBs in 2026.
How to integrate Microsoft Business Central with Salesly to sync customers, orders and invoicing between your ERP and CRM. Technical guide with real use cases.
Practical guide to digitise your SMB step by step. Which tools to prioritise, mistakes to avoid and why CRM is the first piece.
Implement a sales follow-up system that prevents opportunities from going cold. Key metrics, automation and common mistakes.
Build a B2B sales funnel that works. The 6 stages, key metrics per phase and concrete actions to improve conversion.
Manage mandatory time tracking, holiday calendar, public holidays, per-employee goals and payroll commissions from Salesly.
Understand the real differences between CRM and ERP with practical examples. Learn when your SMB needs a CRM, an ERP, or both to grow efficiently.
Discover which sales tasks you can automate so your team spends more time selling and less on repetitive work. A practical guide with real examples.
Concrete criteria for picking the right CRM in 2026: must-have features, common mistakes, option comparison and what a B2B sales CRM actually needs to do.
Step by step guide for exhibitors and businesses collecting contacts at trade shows. Migrate Excel data to a CRM and automate campaigns.
Everything your SMB needs to know about VeriFactu in 2026: official timeline, technical requirements, penalties and concrete steps.
Learn how a CRM built for teams of 2 to 10 salespeople improves follow-ups, speeds up deal closure, and eliminates the spreadsheet chaos holding your team back.
Learn how to improve your business's web positioning to attract more qualified visitors and turn them into real customers.
If your business doesn't show up on Google or ChatGPT, you're invisible. Learn why most websites aren't ready and how to adapt.
Discover how AI is redefining modern CRM: automation, predictive analytics, and personalized experiences for sales teams that drive real results.
VeriFactu will be mandatory in Spain by 2026. Learn how a sales platform with ERP integration helps you comply without changing your sales workflow.
Learn what sales management is, its strategic functions, and how to optimize it through digitalization. A complete guide with best practices for 2026.
Five real applications of AI agents in B2B sales teams. What they automate, which tasks remain human and how to measure ROI.
Quotes are your commercial calling card. Learn best practices for creating proposals your clients approve quickly.
Salesly's client portal lets your clients approve quotes, check orders and chat with your team from one place.
Discover which sales metrics you should be monitoring and how sales platform dashboards help you improve results.
Discover how a modern sales platform can transform the way your sales team manages client relationships and closes more deals.
Learn how to design, implement, and optimize a sales pipeline that helps you close more deals and predict revenue with precision.
If your sales team manages clients with spreadsheets, scattered emails or paper notes, it's time to digitise the process.